401(k) · DOL Form 5500 · 2023
The William Carter Company 401(k) Plan
Data updated 2026-08-11
- $287M
- Total assets
- 6,479
- Participants
- 96th
- Percentile by assets
- $44,292
- Avg per participant
Official DOL plan name: Carters 401(k) Savings Plan · Sponsored by The William Carter Company · Georgia · Manufacturing
$287M in assets, 6,479 participants
The William Carter Company's Carters 401(k) Savings Plan reported $287M in total assets and 6,479 participants in its 2023 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 96th percentile by assets (of 127,072 plans)
- #17,526 in Manufacturing (18,722 peers)
Coverage in Georgia
Carters 401(k) Savings Plan covers 6,479 participants in Georgia, 5.9x the typical Georgia plan (state average ~1,096 per filing). Assets: $287M.
- $287M
- total plan assets (2023 EOY)
- 6,479
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $44,292
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carters 401(k) Savings Plan reported net income rose from -$42M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Carters 401(k) Savings Plan reported participants rose from 4,935 in the plan year 2022 filing to 6,479 in the plan year 2023 filing.
- Carters 401(k) Savings Plan end-of-year assets rose from $249M in the plan year 2022 filing to $287M in the plan year 2023 filing.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Carters 401(k) Savings Plan reports 6,479 participants - 5.9x that state average ($287M EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $249M |
|---|---|
| Net Assets (End of Year) | $286M |
| Net Income | $37M |
| Employer EIN | 041156680 |
| Plan Effective Date | 1988-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The William Carter Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,935 | $249M |
| 2023 | 1 | 6,479 | $287M |
| 2024 | 1 | 6,486 | $319M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Carters 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Scale composition for Carters 401(k) Savings Plan
Carters 401(k) Savings Plan reports $287M in end-of-year assets across 6,479 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $44,292 per participant (32% of the national average assets-per-participant) . Net income for plan year 2023 was $37M.
This plan identity (EIN 041156680, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $249M to $319M (+27.9%) while covered participants moved from 4,935 to 6,486 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,935 | $249M | Open filing |
| 2023 | 6,479 | $287M | This page |
| 2024 · index core | 6,486 | $319M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Carters 401(k) Savings Plan (401(k), $319M, 6,486 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Carters 401(k) Savings Plan by total assets, not by location.
- West Fraser, Inc. 401(k) Plan (TN) $287M · 2,365
- Green Bay Packaging, Inc. Savings and Protection Plan (WI) $287M · 1,270
- Generac Power Systems, Inc. Employees 401(k) Savings Plan (WI) $287M · 761
- Brown & Root Industrial Services 401(k) Plan (LA) $287M · 3,100
Frequently Asked Questions
How did Carters 401(k) Savings Plan assets move in 2023? ▼
How have The William Carter Company plan assets changed over time? ▼
Where does Carters 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Carters 401(k) Savings Plan? ▼
Next read for Carters 401(k) Savings Plan
Filing takeaways
Ways to act on Carters 401(k) Savings Plan's numbers.
- By total assets, Carters 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
- The William Carter Company's sponsor-wide assets have grown 27.9% since 2022 across 3 plan years on file. More Manufacturing plans